Updated:
Excalibur Capital
Excalibur Capital is a multi-generational Registered Investment Advisor founded in 1979, managing wealth for families, endowments, and foundations.
Excalibur Capital
Excalibur Capital was founded in 1979 by the late Michael A. Delduchetto. The firm is now led by his son Michael W. Delduchetto alongside a team of ten professionals. It operates as a privately-owned Registered Investment Advisor serving a national client base that includes wealthy families, endowments, and foundations. The firm focuses on early-stage venture capital and private equity investments. It offers services including investment management, family advisory, wealth planning, and private business advisory. Excalibur provides strategic counsel for critical business decisions and opportunistic investing. Its client relationships often span decades and multiple generations. The team includes professionals based in New York, New York, and Waltham, Massachusetts. The firm emphasizes long-term continuity and stability. It has maintained continuous operations since 1979, building trusted relationships with clients across multiple generations. A key differentiator is Excalibur's multi-generational structure and independent ownership model. This allows the firm to prioritize long-term client relationships over short-term market trends. Its team composition includes professionals with designations such as CFA, CFP, and CPA, indicating a structured approach to advisory services.
General information
Firm type
Private Equity
Year founded
1979
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
950 Winter Street North, Suite 4100, Waltham, MA 02451
Principals
Michael W. Delduchetto
Principal
Marc H. Ohler, CFA®
Principal
Brendan C. Herlihy, CFP®
Principal
David N. Leggett, Ph.D., CPA
Principal
Kimberly L. Leggett, CPA/PFS
Principal
Wayne D. Wetzel, Jr.
Principal
Thomas S. Drumm, CFA®
Principal
Nancy G. Wright
Principal
Matthew M. Delduchetto
Principal
Ellen M. Bruno
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Excalibur Capital?
Michael W. Delduchetto leads the firm alongside a team of ten professionals. The team includes Marc H. Ohler, CFA, Brendan C. Herlihy, CFP, and David N. Leggett, Ph.D., CPA. They work as an integrated team to create customized investment strategies (per firm website).
How does Excalibur source proprietary deal flow?
Excalibur does not publicly detail its deal sourcing process. The firm states it provides 'strategic counsel for critical business decisions and opportunistic investing.' It likely leverages its long-standing relationships with wealthy families and institutional clients (per firm website).
Is Excalibur structured as a single family office or does it operate more like a venture firm?
Excalibur is structured as a Registered Investment Advisor (RIA), not a family office. It operates as an asset manager providing investment management and advisory services to multiple clients, including wealthy families, endowments, and foundations (per firm website).
Does Excalibur participate in fund commitments or only direct deals?
The firm does not publicly disclose its commitment structure. Its services include 'private business advisory' and 'opportunistic investing,' suggesting it may participate in both fund commitments and direct investments (per firm website).
What investment stages does Excalibur typically target?
Altss research categorizes Excalibur's strategy as early-stage venture capital. The firm describes its investment approach as 'risk appropriate strategies' focusing on 'opportunistic investing.' Specific stage preferences are not publicly detailed (per Altss estimate).
Which sectors does Excalibur explicitly avoid?
Excalibur does not publicly list any sectors it avoids. The firm's website emphasizes customized, risk-appropriate strategies without specifying exclusions (per firm website).
How is Excalibur related to any parent or related entities?
Excalibur is a privately-owned, independent firm with no disclosed parent company. It was founded by Michael A. Delduchetto and continues under family leadership. The firm's independence is highlighted as a factor in its long-term stability and objectivity (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: